ISOPX Mutual Fund

ISOPX Mutual Fund

NAV$18.83
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Returns Overview

1 Month
-5.41%
3 Months
-13.46%
6 Months
+25.16%
YTD
+9.55%
1 Year
+14.79%
3 Years (annualized)
+23.17%
5 Years (annualized)
+15.14%
10 Years (annualized)
+17.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISOPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+10.34%
vs Peers
-0.79%

ISOPX Mutual Fund Performance

ISOPX performance across multiple time periods: 1-month -5.41%, YTD 9.55%, 1-year 14.79%, 3-year 23.17%, 5-year 15.14%, 10-year 17.34%.

ISOPX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

ISOPX vs another fund shows side-by-side returns. ISOPX alternatives are available in the Mutual Fund Screener.